Build the Backend Your Business Has Been Missing
VexPath uses AI, automation, and connected workflows to organize your leads, follow-up, scheduling, team communication, and operations — so nothing slips through the cracks.
Start simple with email triage, Slack alerts, lead assignment, scheduling, and follow-up. Then scale into custom workflows, dashboards, reporting, and a full operating system as your business grows.
Your business has the data. It is just scattered everywhere.
Most teams lose time because information is spread across emails, CRMs, calendars, PDFs, spreadsheets, text messages, and people’s heads. VexPath pulls the important pieces into one clean system so your team can see what is happening, what is stuck, and what needs attention.
VexPath Command Center
One clear place to see what matters and what needs to happen next.
One system to run the parts of your business that get messy.
Custom CRM
Track leads, customers, deals, jobs, tasks, and follow-ups in one place.
AI Assistant
Ask VexPath what needs attention, what is stuck, and what to do next.
Background Workflows
Automate reminders, follow-ups, summaries, task creation, and internal alerts.
Company Memory
Turn your documents, SOPs, scripts, pricing, and notes into searchable business knowledge.
Client Dashboard
Give your team one simple command center built around your actual workflow.
Reports & Insights
See pipeline health, response time, missed opportunities, tasks, and automation activity.
Make your business easy to see, easy to manage, and hard to ignore.
VexPath turns messy operations into a clear daily command center. Your team can log in, see priorities, and know exactly what to do next.
Today
Today’s Priorities
Excellent
12 days
Excellent
- Lead created — Maria T.Active
- Document missing — Job #4192Needs Review
- Automation: Reminder sent to crewOn Track
Built around your business, not a generic template.
Every VexPath workspace is tailored to the client’s industry, workflow, team, and goals.
Roofing & Restoration
Track storm leads, inspections, claims, adjuster meetings, supplements, production, invoices, and revenue opportunities.
Real Estate Agents & Teams
Track buyers, sellers, listings, showings, media appointments, offers, closings, and past client follow-ups.
Local Businesses
Track inquiries, bookings, reviews, campaigns, content tasks, customer follow-ups, and repeat business opportunities.
Venues & Events
Track inquiries, tours, bookings, contracts, payments, vendors, event timelines, and guest details.
Contractors & Service Companies
Track leads, estimates, jobs, crews, payments, tasks, and follow-ups.
Custom Business Ops
For companies that need a custom CRM, dashboard, automations, and AI workflows built around their exact process.
Simple packages. Serious business infrastructure.
Most VexPath builds start with setup and continue with monthly management, optimization, and support.
Your setup month is included. When you start with VexPath, you only pay the setup fee for the first month. Your monthly plan begins the following month.
Example: If setup begins in January, January is covered by the setup fee. Your monthly plan starts in February.
Launch
Organize the chaos.
Best for small teams, solo operators, and businesses that need their leads, inbox, calendar, and follow-up organized.
Setup: $2,500
- Email triage
- Slack command center
- Lead assignment
- Follow-up reminders
- Calendar scheduling
- Cold outreach system
Growth
Automate the repeatable work.
Best for teams that want VexPath connected into their tools and automating the most repetitive parts of their sales or operations process.
Setup: $3,500
- Everything in Launch
- API integrations
- Up to 2 custom workflows
- Basic CRM / pipeline tracking
Operator
Manage the operation.
Best for companies that need a real backend command center with visibility across leads, jobs, follow-ups, managers, and daily priorities.
Setup: Starting at $5,000
- Everything in Growth
- Custom dashboard
- Advanced job pipeline
- Daily AI briefings
- Manager view
- Up to 5 custom workflows
Enterprise
Scale the company.
Best for larger companies, multi-location teams, departments, or businesses that need deeper reporting, permissions, and a fully custom operating system.
Setup: Custom
- Everything in Operator
- Multi-team permissions
- Advanced reporting
- Custom AI knowledge base
- Department dashboards
- Dedicated optimization
Software, SMS, email sending, AI usage, storage, CRM seats, API usage, and third-party platform costs may be billed separately or paid directly by the client. VexPath pricing covers setup, workflow design, management, optimization, and ongoing system support.
From scattered tools to one command center.
Connect Your Business
We connect your leads, CRM, email, calendar, documents, forms, and tools.
Build Your Dashboard
We create a command center tailored to your industry, workflow, team, and goals.
Add Your Company Memory
We turn your SOPs, scripts, pricing, documents, and notes into searchable knowledge.
Automate the Repetitive Work
VexPath handles reminders, follow-ups, summaries, task creation, updates, and alerts.
Optimize Monthly
We monitor, improve, and adjust the system as your business grows.
Built for operators who want less chaos and more control.
VexPath was created for businesses that are tired of scattered tools, missed follow-ups, messy pipelines, and manual busywork. Instead of forcing your team into a generic platform, we build a command center around the way your business actually works.
Clarity
See what matters in one glance.
Automation
Move work forward in the background.
Growth
Improve the system every month.
Ready to see what VexPath could look like inside your business?
Request a demo and we will review your business, your current systems, and the highest-value workflows VexPath could build for you.